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Harvest Financial Planning Associates, LLC

Harvest Financial Planning Associates, LLC. CRD 334825

Harvest Financial Planning Associates, LLC logo

CRD: 334825

Harvest Financial Planning Associates, LLC

Lancaster, PA
4849256022
www.harvestfpa.com
$8.3M Total AUM
$8.3M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Peak elementCapital ridge +more
Established Date
02-28-2025
Office Locations
1

Office Locations

-- Lancaster PA

About Harvest Financial Planning Associates, LLC

Harvest Financial Planning Associates, LLC is a Pennsylvania-registered RIA providing financial planning and investment management, including retirement, tax, estate, budgeting, and business planning. The firm focuses on skilled trades workers, power plant/energy generation employees, and beneficiaries, with remote and in-person engagement. Portfolios are primarily implemented with ETFs, with custody support including Charles Schwab and a RightCapital client portal.

Team overview

27 AVG AGE
$8.3M AVG AUM / ADVISOR
$251.1K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

North Legacy Glacier

Custodian

Insight glacier Pioneer pioneer Value Capital insight

Investment Themes

Matrix wave Radial Radial capital

Investment Vehicles

Optima

Services

Timber Insight vector Beacon beacon Prime vertex Foundation Glacier insight Oak Focus vertex Vital capital

Technology

Frontier delta Focus Bridge matrix Pathway vital Harbor wave

Owner & Executives

S

Samuel Glenn Feiser

Chief Compliance Officer, Owner, President

CRD
#6971956
Ownership
75% or more
(847) 240-4161
prime.vector@glaciercapital.com
in linkedin.com/in/crest-glacier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,284,895 --
Non-Discretionary $0 --
Total $8,284,895 --

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Separately Managed Accounts

Total SMA Asset: $8,284,895

$8.3M Total SMA
Equity - Exchange:
52.2%
Public Funds:
12.1%
Cash:
35.7%
Asset class Assets Assets %
Equity - Exchange $2,528,562,638 52.2%
Public Funds $586,122,757 12.1%
Cash $1,729,304,333 35.7%
Total $4,843,989,728 100.0%

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